Forum Financial Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
32,602
+5,976
| +22% | +$26.2K | ﹤0.01% | 925 |
|
|
2025
Q1 | $104K | Sell |
26,626
-926
| -3% | -$3.63K | ﹤0.01% | 846 |
|
|
2024
Q4 | $146K | Buy |
27,552
+11,581
| +73% | +$61.5K | ﹤0.01% | 863 |
|
|
2024
Q3 | $113K | Buy |
+15,971
| New | +$113K | ﹤0.01% | 747 |
|
|
2023
Q4 | – | Sell |
-22,195
| Closed | -$31.5K | – | 706 |
|
|
2023
Q3 | $31.5K | Sell |
22,195
-392
| -2% | -$557 | ﹤0.01% | 634 |
|
|
2023
Q2 | $51K | Buy |
22,587
+45
| +0.2% | +$102 | ﹤0.01% | 649 |
|
|
2023
Q1 | $59.7K | Sell |
22,542
-30
| -0.1% | -$80 | ﹤0.01% | 610 |
|
|
2022
Q4 | $118K | Buy |
22,572
+30
| +0.1% | +$157 | ﹤0.01% | 568 |
|
|
2022
Q3 | $164K | Buy |
22,542
+7
| +0% | +$51 | 0.01% | 504 |
|
|
2022
Q2 | $246K | Sell |
22,535
-2,180
| -9% | -$23.8K | 0.01% | 433 |
|
|
2022
Q1 | $278K | Buy |
24,715
+2,666
| +12% | +$30K | 0.01% | 426 |
|
|
2021
Q4 | $277K | Buy |
+22,049
| New | +$277K | 0.01% | 453 |
|